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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (5255)	5/4/1998 4:14:00 PM
From: Fortinwit	Respond to of 10921

<< I am still waiting for some bear to legitimately make the case that 1999 will be worse than 1998 in this sector>> And there's the rub. None of us can (although I wouldn't call myself a bear, just cautious.) There simply isn't enough forward visibility to read the future past a single quarter. AMAT will give some guidance in a week and they'll likely say: "orders down, layoffs/forced vacations, bad going forward for two qtrs, upturn in 99". And AMAT will rally on weak volume <g>. The real issue to my mind now is whether or not the push to smaller feature sizes will be enough to give much (more) of an upward push. Ian makes a pretty strong case (and look at KLAC for further evidence) for this. I don't believe 300mm will be much of a factor until the 2nd half of 99. F.